BHP | Planned Giving

Charitable Gift Annuities

If you'd like to support our mission and receive steady payments during
your retirement years, a charitable gift annuity may be right for you.

HOW IT WORKS

A charitable gift annuity is a simple contract between you and the
Business Honors Program that offers a tax-advantaged way to provide for
income during retirement. In the future, your gift provides support to
the BHP. You can begin to receive income right away, or
at a predetermined future date. You also can decide when the income
payments begin within a future time frame, determined when you make your
gift. In any case, your income is taxed at a favorable blended rate.

You transfer cash or securities to the University of Texas

UT pays you, or up to two annuitants you name, a lifetime annuity

The remainder passes to the Business Honors Program when the contract ends

IS THIS GIFT RIGHT FOR YOU?

A charitable gift annuity works for friend of the BHP who would like to make a gift and receive steady payments in return. This gift is right for you if...

You want to support the Business Honors Program over the long term.

You desire stable payments that are unaffected by changes in the economy.

You are
nearing retirement and would like to arrange for an extra steady stream
of payments to supplement other retirement income, either now or later.

You are
able to part with cash, stocks or other assets today while maintaining
and possibly increasing income received from these assets.

You desire income tax relief this year.

NEXT STEPS

If you would like to establish a charitable gift annuity, contact Dianne Bangle in the McCombs Office of Development at (512) 475-8177.